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Tyler-Stone Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Tyler-Stone Wealth Management’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$5.78K – 505
2024
Q2 		$5.78K Buy
+100
New +$5.85K ﹤0.01% 737
2022
Q3 		– Sell
-6,429
Closed -$296K – 872
2022
Q2 		$296K Buy
6,429
+360
+6% +$18.2K 0.2% 106
2022
Q1 		$332K Buy
6,069
+5,154
+563% +$280K 0.18% 115
2021
Q4 		$51K Buy
+915
New +$50.3K 0.03% 353

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Tyler-Stone Wealth Management's EZM Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 100 shares — an estimated $5.78K sold.

Tyler-Stone Wealth Management first reported a position in EZM in Q4 2021 and held it in 4 quarters. The position peaked at $332K in Q1 2022. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $5.78K.
  • Tyler-Stone Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's WisdomTree US MidCap Fund position peaked at $332K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.